IREN Stock Falls 8% After Q4 Miss; AI Cloud Shift Gains Momentum
IREN said it signed a new multi-year contract with a leading AI lab. CEO Daniel Roberts said 2026…
IREN Stock Extends Rally After $2.8B AI Contracts Disclosure: Goldman Sachs Lauds Customer Diversification, Keeps ‘Neutral’ Rating
IREN added Perplexity and Figure AI as new cloud customers. The company targets 480MW of cloud capacity this…
Anthropic’s A$22 Billion Australian AI Cloud Tender Might Change The Case For Investing In IREN (IREN)
In recent weeks, IREN Limited has been identified as a leading contender for Anthropic’s reported A$22.00 billion, 1.40-gigawatt…
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Nvidia (NASDAQ: NVDA), the world’s largest producer of data center GPUs, is the linchpin of the booming AI…
Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?
Quick Read Meta’s plan to sell excess AI compute capacity under Meta Compute sent Nebius and CoreWeave shares…
Massive U.S. Data Center Delays and Cancellations Are Good for These 3 AI Stocks
Companies are scrambling to build artificial intelligence (AI) data centers, with big tech leaders pouring hundreds of billions…
IREN’s AI Pivot Deepens With Microsoft Deal And GPU Build-Out
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
How Recent AI And Power Moves Are Reshaping The IREN (IREN) Investment Story
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks
Ja Crispy / Shutterstock.com Nebius Group (NBIS) targets $7B to $9B in annualized revenue by end of 2026.…
IREN (NasdaqGS:IREN) Valuation After Microsoft AI Deal, Capital Raises and Mounting Dilution Concerns
IREN (NasdaqGS:IREN) just pulled off one of the more aggressive capital raises in the AI infrastructure space, stacking…
2 Best AI Stocks to Buy in December
AI stocks have taken a beating since Oracle and Broadcom released their earnings results, and these two look…
The $2 Billion Debt Bomb That Torched IREN, Nebius, and Cipher — Is The Sector Toast?
Anton Petrus / Moment via Getty Images IREN (IREN) dropped 35% last week despite signing a five-year $9.7B…